+160.9%
MMM vs OPEN
-40.3%
+201.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.5% | +8.1% | -1.0% |
| 7D | -0.8% | -31.0% | +30.2% | +0.7% |
| 30D | +14.4% | -41.5% | +55.9% | +16.9% |
| 3M | +1.8% | -64.6% | +66.4% | +6.1% |
| 6M | +31.3% | -73.8% | +105.1% | +38.2% |
| YTD | +18.0% | -78.8% | +96.8% | +24.8% |
| 1Y | +10.9% | -86.8% | +97.7% | +19.3% |
| All | +160.9% | -40.3% | +201.3% | +134.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling